Philosophy
We help a wide array of investors define and pursue their financial goals. We provide periodic review discussions with clients on their investments in publicly traded companies, using both fundamental and technical analysis. We believe our process can help maintain and grow your future purchasing power and help mitigate investment risk.
Choosing the right investment approach can be stressful, with so many choices and philosophies, it is usually only in hindsight when we realize which one worked. For nearly the past 20 years, Ed has personally helped his clients manage their “nest eggs” – the assets they are counting on to fund a defined lifetime income stream, or for some, a legacy with multi-generational financial impact. Whether it is providing business services, education funding, 529 plans, estate planning strategies, insurance services, IRAs, or retirement planning strategies, Ed has the extensive resources and experience to serve his clients’ vast and complex financial needs.
Ed’s goal is to help his clients identify their goals and develop a tailored investment plan designed to help them pursue those goals. This plan is then fueled by well-researched, individual investments that adhere to an objective, non-predictive, unemotional, and disciplined process
Elements to Investment Philosophy
- Focus on equities – being a shareholder of a diversified portfolio of public companies may be a smart way to help build wealth and maintain purchasing power
- Mitigate investor behavior, as it is a critical driver toward investor success
- Strive to directly own shares in companies rather than investment products
- Have a reasonable, objective, non-emotional approach to help mitigate risk
- Understand what you own and why you own it
- Employ both fundamental analysis, which helps to address “what to buy,” and technical analysis, which helps to address “when to buy,” and, just as important, “when to sell”